Moseley Investment Management Inc Ishares Tr Ibonds Dec 2031 Ter Transaction History
Moseley Investment Management Inc
- $249 Million
- Q1 2025
A detailed history of Moseley Investment Management Inc transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Moseley Investment Management Inc holds 209,486 shares of IBDW stock, worth $4.36 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
209,486
Previous 175,467
19.39%
Holding current value
$4.36 Million
Previous $3.57 Million
21.68%
% of portfolio
1.74%
Previous 1.43%
Shares
6 transactions
Others Institutions Holding IBDW
# of Institutions
187Shares Held
55.2MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC5.31MShares$110 Million1.21% of portfolio
-
Venture Visionary Partners LLC4.17MShares$86.8 Million2.66% of portfolio
-
Wells Fargo & Company San Francisco, CA3.78MShares$78.6 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.83MShares$58.8 Million1.19% of portfolio
-
Bank Of America Corp Charlotte, NC2.44MShares$50.6 Million0.0% of portfolio